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Loftis Consulting & Financial Management

Our Pricing Philosophy:
Investing in Financial Strength

Strategic Investment, Not Just a Cost

At Loftis Consulting, we don’t view financial leadership as an expense to be managed, but as a lever to be pulled. Most business owners ask, “What does a fractional CFO cost?” We believe the more important question is: “What is the cost of staying where you are?”

Our pricing is designed to be as agile as the Chicago businesses we serve. We move away from rigid hourly billing to a fixed fee approach that aligns our success with yours.

The Loftis Model

Blue-Chip Standards. Scalable Solutions. One Team.

Feature Tier 1: Foundations Tier 2: Growth & Scale Tier 3: Enterprise Strategy
Best For Firms focused on clean data and audit-readiness. Companies scaling operations and needing 13-week visibility. Complex entities ($10M+) requiring high-level strategic partnership.
Bookkeeping Full-cycle AR/AP and reconciliations. Integrated daily management and spend controls. Multi-entity consolidations and intercompany transfers.
Controller Oversight Monthly close and GAAP-compliant statements. Advanced accruals and internal control audits. Deep-dive departmental P&L and cost-center analysis.
CFO Strategy Quarterly Review (bank-level health check). Monthly Strategy Sessions & 13-Week Cash Forecasting. Weekly Executive Partnership & Boardroom-ready narratives.
Tech Stack QuickBooks Online / Xero Bill.com / Ramp / Expensify NetSuite / Sage Intacct
The Outcome Compliance: You stay clean and organized. Visibility: You know exactly where your cash is 3 months out. Valuation: Financial modeling for M&A, exits, or massive scale.

1. The Right-Sized Engagement

Why pay for 40 hours of an executive’s time when your current challenges only require 10? We help you avoid the overhead of a full-time Chicago CFO (often $300,000+ in total compensation) by providing elite-level strategy at the exact scale you need. As your business grows or hits a strategy change, we scale our involvement up or down with you.

2. The Full-Bench Advantage

Loftis Consulting is different. We provide a complete, integrated accounting department from bookkeeping to CFOs. If all you need is a bookkeeper, we have a solution for that. If you need a full accounting team, we have a solution for that as well.

  • The Strategic CFO: Focuses on the story and the high-level roadmap.
  • The Controller: Ensures accuracy, compliance, and month-end rigor.
  • The Bookkeeper: Handles the daily transactions.

By providing only what you need, we ensure you are getting the most for your investment.

3. Measurable ROI vs. Monthly Retainer

We structure our monthly retainers based on the complexity of your organization and the speed at which you want to move. Whether we are optimizing your 13-week cash forecast, preparing your data room for a Series A, or managing a complex strategy pivot, our goal is to deliver value that far exceeds our fee.

Our Philosophy: If we aren’t helping you find more cash, improve your margins, or buy back your time, we aren’t doing our job.

How We Determine Your Investment

During our initial diagnostic, we look at three factors to create a custom proposal:

  1. Complexity: Your number of entities, states of operation, and transaction volume.
  2. Cleanliness: The current state of your books and the cleanup required.
  3. Objectives: The specific milestones you need to hit in the next 12 months (e.g., funding, audit, exit, acquisition, or scale).

Still have questions, check out our FAQ

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